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iShares US Energy ETF
IYE

Overview Fund Activity

306 hedge funds and large institutions have $663M invested in iShares US Energy ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 139 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-31
Holders Change %
-9.2%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
23
Increased
61
Reduced
139
Closed
52
Calls
$1.43M
Puts
$613K
Net Calls
+$814K
Net Calls Change
+$105K

Top Buyers

1
TA
Townsend & Associates
Colorado
$12.8M
2
EE
EWG Elevate
California
$5.27M
3
Jane Street
Jane Street
New York
$8.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.89M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$29M
2
Bank of America
Bank of America
North Carolina
$59.8M
3
SFI
SPC Financial Inc
Maryland
$827K
4
Ameriprise
Ameriprise
Minnesota
$8.24M
5
ASN
Advisory Services Network
Georgia
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
151
TRUE Private Wealth Advisors
Oregon
$316K +$43 +1 +0%
LCM
152
Lazari Capital Management
California
$311K +$311K +7,265 New
KPWS
153
Kestra Private Wealth Services
Texas
$311K -$14.4K -336 -4%
WAL
154
W Advisors LLC
Tennessee
$306K -$46.7K -1,091 -13%
CWM
155
Certus Wealth Management
California
$304K +$304K +7,104 New
RWP
156
RWA Wealth Partners
Massachusetts
$304K +$304K +7,100 New
CWM
157
Centurion Wealth Management
Virginia
$297K -$32.9K -769 -10%
WPWM
158
Windward Private Wealth Management
Kansas
$295K – – –
GAM
159
Griffin Asset Management
New York
$293K -$3.64K -85 -1%
AP
160
Appleton Partners
Massachusetts
$284K – – –
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$278K -$1.1M -25,625 -80%
RPGK
162
Retirement Planning Group (Kansas)
Kansas
$273K +$273K +6,381 New
SHFA
163
SC&H Financial Advisors
Maryland
$272K +$471 +11 +0.2%
GIA
164
Goodwin Investment Advisory
Georgia
$269K -$47.5K -1,109 -15%
CIA
165
Capital Investment Advisors
Georgia
$267K – – –
KWM
166
Keebeck Wealth Management
Illinois
$264K -$86K -2,007 -25%
Cerity Partners
167
Cerity Partners
New York
$264K +$49.2K +1,148 +23%
AAS
168
Ameritas Advisory Services
Nebraska
$262K -$64.7K -1,515 -20%
SFP
169
Sweet Financial Partners
Minnesota
$257K – – –
BlackRock
170
BlackRock
New York
$254K -$2.41M -56,294 -90%
OIA
171
OneDigital Investment Advisors
Kansas
$249K +$249K +5,814 New
MMPW
172
Mitchell McLeod Pugh & Williams
Alabama
$245K – – –
SG
173
StoneX Group
New York
$242K -$1.03K -24 -0.4%
GCA
174
Genesee Capital Advisors
New York
$242K -$534K -12,475 -69%
FWP
175
FAS Wealth Partners
Kansas
$241K +$1.41K +33 +0.6%
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7
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